Full-Time

Crump-Regional Specialist

Confirmed live in the last 24 hours

TIH

TIH

201-500 employees

Fintech
Financial Services

Mid, Senior

Remote in USA

Category
Field Sales
Sales & Account Management

You match the following TIH's candidate preferences

Employers are more likely to interview you if you match these preferences:

Degree
Experience
Requirements
  • Effective interpersonal and written communication skills
  • Ability to provide excellent customer service to both internal and external customers
  • Effective time management skills
  • Ability to prioritize and accomplish multiple tasks simultaneously
  • Capable of working independently as well as in a team environment
  • Ability to work in a self-directed fashion
  • Experience with PC's in a Windows environment
  • Demonstrated proficiency in basic computer applications such as Microsoft Office software products
  • Ability to analyze problems and develop solutions
  • Ability to communicate with individuals at all levels of the organization
  • Bachelor's degree or equivalent education, training and work-related experience
  • Must possess and maintain appropriate FINRA registrations (e.g. Series 6 and 63)
  • Life, Health & Accident active license
  • Three years of direct life insurance selling experience in the field directly with clients and/or five years of handling inside sales helping agents sell life insurance through a General Agency or insurance carrier platform
  • Proven experience and ability to explain estate planning (including transfer tax calculations and life insurance taxation issues), insurance planning (including how to handle 1035 exchanges, loans, explanation of insurance forms and how to determine the need and amount of coverage needed), and deferred compensation (i.e., using life insurance as a retirement supplement and asset leveraging concepts) to a financial advisor
  • Ability to develop complete understanding of the underwriting process
Responsibilities
  • Provides support to Director, Vice President, and/or Senior Vice President of Sales and assigned Firms.
  • Spends time outside the office working face to face with producers to build insurance business.
  • Assists in producing needs analysis, sales proposals and sales illustrations; coordinates marketing seminars, maintains sales database; assists in producing and implementing marketing programs (e.g., promotional mailings, advertising campaigns, cross-selling efforts, etc.); corresponds with current and new Advisors to answer inquiries and resolve problems; ensures applications are processed and verifies issued contracts prior to distribution to Advisors and policy holders.
  • Possess a clear understanding and knowledge of our wire house firms, their requirements and Crump supporting role within their systems.
  • Understand and be able to explain to any Advisor how life insurance products work, the differences between product types and the advantages of owning life insurance.
  • Help the Advisor identify the sales opportunities and give them direction and assistance in selling the appropriate life insurance product. Be able to move and motivate the Advisor to take action on the proposed plan.
  • Provide details on products and solutions, including estate planning (including transfer tax calculations and life insurance taxation issues), insurance planning (including how to handle 1035 exchanges, loans, explanation of insurance forms and how to determine the need and amount of coverage needed), and deferred compensation (i.e., using life insurance as a retirement supplement and asset leveraging concepts) to financial advisor.
  • Communicate in writing or over the phone in a professional and effective manner to the Advisor and the client.
  • Coordinate and present at training sessions and key meetings.
  • Coordinate within the Crump Sales and business development teams within the territory
  • Interface with support staff for the completion and placement of life insurance with clients
Desired Qualifications
  • Advanced designations, such as JD, CFP, CLU, and other industry credentials

Company Stage

Acquired

Total Funding

N/A

Headquarters

Charlotte, North Carolina

Founded

1922

Simplify Jobs

Simplify's Take

What believers are saying

  • TIH can leverage increased investment in digital transformation and technology adoption.
  • The rise of InsurTech partnerships offers TIH opportunities for innovation.
  • TIH can capitalize on the growing emphasis on personalized insurance products.

What critics are saying

  • Increased competition from private equity-backed firms could pressure TIH's market share.
  • Integration of new technologies may lead to operational disruptions or increased costs.
  • Regulatory scrutiny on private equity ownership could increase compliance costs.

What makes TIH unique

  • TIH is the fifth largest insurance brokerage in the United States.
  • TIH benefits from strong investor backing by Stone Point Capital and CD&R.
  • TIH maintains a diversified portfolio of top-performing businesses.

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Benefits

Health Insurance

Dental Insurance

Vision Insurance

Life Insurance

Disability Insurance

401(k) Retirement Plan

401(k) Company Match

Paid Vacation

Paid Sick Leave

Paid Holidays

Flexible Spending Account

Health Savings Account

Employee Assistance Program

Unlimited Paid Time Off

Hybrid Work Options